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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,321 | $181,062-87.7% | $158,223-85.9% | $155,188-85.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 38.38% | 57.39%-19.0pp | 52.09%-13.7pp | 148.84%-110.5pp |
| Employer contribution / active EE | $1,168 | $4,565-74.4% | $4,109-71.6% | $4,248-72.5% |
| Participant deferral / active EE | $3,515 | $6,134-42.7% | $5,467-35.7% | $6,531-46.2% |
| Admin fee / account holder | $260 | $18,825-98.6% | $16,047-98.4% | $14,480-98.2% |